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Globus Medical

439 hedge funds and large institutions have $6.08B invested in Globus Medical in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $5.62M

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

8% more funds holding

Funds holding: 408439 (+31)

7.33% more ownership

Funds ownership: 93.09%100.41% (+7.3%)

6% more capital invested

Capital invested by funds: $5.72B → $6.08B (+$361M)

3% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 149

Holders
439
Holders Change
+31
Holders Change %
+7.6%
% of All Funds
6.32%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
73
Increased
144
Reduced
149
Closed
42
Calls
$14.8M
Puts
$5.62M
Net Calls
+$9.14M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$588M -$17.4M -323,041 -3%
BlackRock
2
BlackRock
New York
$584M +$2.22M +41,301 +0.4%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$411M -$13.2M -246,433 -3%
State Street
4
State Street
Massachusetts
$192M +$2.07M +38,596 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$174M +$18.1M +337,354 +12%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$162M +$5.96M +110,912 +4%
CIP
7
Champlain Investment Partners
Vermont
$134M +$27.1M +503,745 +25%
CCM
8
Camber Capital Management
Massachusetts
$134M +$13.4M +250,000 +11%
BAM
9
Burgundy Asset Management
Ontario, Canada
$133M +$42.1M +782,285 +46%
HRCM
10
Hawk Ridge Capital Management
California
$127M +$127M +2,366,841 New
William Blair Investment Management
11
William Blair Investment Management
Illinois
$120M -$3.03M -56,313 -2%
SC
12
Sculptor Capital
New York
$119M +$79.8M +1,484,000 +204%
JP Morgan Chase
13
JP Morgan Chase
New York
$113M +$5.24M +97,472 +5%
Norges Bank
14
Norges Bank
Norway
$105M +$8.41M +156,429 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$101M -$3.03M -56,328 -3%
GKIM
16
GW&K Investment Management
Massachusetts
$93.7M -$717K -13,330 -0.8%
MF
17
Magnetar Financial
Illinois
$90.6M +$60.4M +1,123,540 +199%
GCM
18
Geneva Capital Management
Wisconsin
$84.3M +$8.06M +149,987 +11%
VBA
19
Van Berkom & Associates
Quebec, Canada
$82.7M -$1.86M -34,589 -2%
Axa
20
Axa
France
$78.9M +$9.34M +173,797 +13%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$74.7M -$22.9M -426,393 -23%
Marshall Wace
22
Marshall Wace
United Kingdom
$65.9M -$21.8M -405,130 -25%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.9M +$2.77M +51,562 +5%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$61.8M +$4.41M +81,944 +8%
PCMI
25
Paradigm Capital Management Inc
New York
$54.3M +$1.05M +19,600 +2%

GMED Hedge Fund Activity: Q1 2024 in Review

439 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2024, worth a combined $6.08B — up 6.3% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GMED positions and 42 closed out — a net gain of 31 holders — while 144 added to existing stakes and 149 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $127M. The largest seller was Millennium Management, cutting an estimated $102M.

  • 439 institutional investors held Globus Medical (GMED) as of Q1 2024, up from 408 in Q4 2023.
  • Funds reported $6.08B of Globus Medical stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 73 funds opened new Globus Medical positions in Q1 2024 and 42 closed out, a net change of +31 holders.
  • The largest Globus Medical buyer in Q1 2024 was Hawk Ridge Capital Management, an estimated $127M added.
  • The largest Globus Medical seller in Q1 2024 was Millennium Management, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.